Bookkeepers Conference Sessions

DAY ONE - Thursday, March 11, 2021


9:00am - 9:15am | Welcome


9:20am - 10:20am | Breakout Sessions

Payroll Track: Payroll Communications - Staying Out of Trouble

Learn effective strategies for dealing with difficult questions from employees.         
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Speakers:
Margaret Kyne Finance Manager, Union Ridge SD 86
Alexa McNish
School Accounting Manager, CSBO, Adlai E. Stevenson HSD 125

Non-Payroll Track: Ask the Auditor

Ever wonder why your auditors ask you questions about protocols for check disbursement? Or perhaps, why you have to create a new account for a grant? Join this session to ask our distinguished panel of auditors for answers to many different types of questions.
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Speakers:
Betsy Allen Audit Principal, Miller, Cooper & Co., Ltd.
Matt Geerdes Senior Manager, Crowe LLP

Advanced Track (Non-Payroll): Continuing Disclosure

Gain knowledge of and background regarding the SEC's Rule 15(c)212. We will discuss primary disclosure and secondary market disclosure, material events disclosure to municipal bond investors and the EMMA website. 
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Speakers:
Elizabeth Hennessy Managing Director, Raymond James & Associates, Inc.
Lawrence White Partner, Chapman and Cutler LLP


10:40am - 11:50am | Roundtable Networking


11:50am - 12:30pm | Lunch (All attendees will receive a Grubhub credit)


12:30pm - 1:30pm | Breakout Sessions

Payroll Track: Navigating Payroll Laws How do I begin to understand all these payroll laws?  Learn about payroll laws and how other school districts are navigating current laws and proposed changes. 
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Speakers:
Stefanie Croix Dir./Business Services, Lockport Twp. HSD 205
Jessica Milligan
Associate, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.
Dana Pryor Assistant Business Manager, Lockport Twp. HSD 205

Non-Payroll Track: Understanding the Property Tax Levy & Playing Your Role No matter what role your have in the business office, everyone can contribute to a successful levy! Learn the timeline and required tasks associated with the levy. Walk away with a checklist of tasks that will allow you to contribute to completing a levy. Whether you are looking for a new challenge or to build new skills for a future promotion, there is something in this session for you!
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Speakers:
Barry Bolek
Illinois ASBO Seminar Host, Illinois ASBO
James Rachlin President, Meristem Advisors LLC


DAY TWO - Friday, March 12, 2021


8:00am - 8:15am | Welcome


8:20am - 9:20am | Breakout Sessions

Payroll Track: Workers Compensation & Payroll Issues

Your employee gets hurt, what do you do? Learn to navigate the ins and outs of workers compensation for Illinois schools and what you need to do to avoid being sued. 
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Speakers:
Byron Given Area Vice President, Arthur J. Gallagher & Co.
Michael McHugh Area Senior Executive Vice President, Arthur J. Gallagher & Co

Advanced Track (Non-Payroll): AP, AR Coding & Best Practices An overview of how a business office should code payables and receivables, and some of the best practices you should use. 
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Speakers:
Stacey Corder Grants & Business Office Accountant, Harvard CUSD 50
Lynn Hofmeister Business Office Manager, Des Plaines CCSD 62


9:40am - 10:40am | Breakout Sessions

Non-Payroll Track: Bonds 101

Get an overview of the types of debt you are able to issue under Illinois law. Learn about non-referendum bonds, referendum bonds and short-term borrowing options. 
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Speakers:
Andy Arndt
Vice President, Baird Public Finance
Elizabeth Hennessy Managing Director, Raymond James & Associates, Inc.

Advanced Track (Payroll): Payroll Liabilities & Internal Controls Learn a variety of techniques for reconciling your liabilities and tracing anomalies or outstanding items. Hear best practices and be prepared to ask questions and discuss with your peers.
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Speakers:
Amy Curtin Business Manager, Glen Ellyn SD 41
Tera Wagner
Dir./Finance, CSBO, Cons. High Sch. Dist. 230